TSMC, ASML, Fabs, Semiconductor Politics

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The Foundry Model Is Morphing
semiwiki.com·11h
🔬Chip Fabrication
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ASML CEO Weighs in After Strong Results; Chips are Up, Bags are Down | The Opening Trade 1/28/2026
bloomberg.com·1d
💎Semiconductor Trade
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Electronic components price and lead time increases announced across the board, and not only because of RAM
cnx-software.com·15h·
Discuss: Hacker News
🔗Technology Supply Chains
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Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
digitimes.com·1d
🏭TSMC
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Opening The Door To STCO: Hierarchical Device Planning
semiengineering.com·21h
🔬Chip Fabrication
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Semiconductors will see an end of history (eventually)
splittinginfinity.substack.com·1d·
Discuss: Substack
🔬Chip Fabrication
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The Inner Workings of the Intel 8086’s Arithmetic Logic Unit
hackaday.com·10h
🖥️Hardware Architecture
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Lithography Systems: Record Bookings for ASML Due to AI
europedigital.cloud·1d
💎ASML
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Counterpoint's Sun on What's Driving Tech Now
bloomberg.com
·1d
🔗Technology Supply Chains
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China Finally Approves Import of 400,000 Nvidia H200 AI Chips
thelowdownblog.com·14h·
🖥GPUs
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TSMC Risk
stratechery.com·3d
🏭TSMC
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Evening Briefing Americas
kill-the-newsletter.com·4h
🏛️Politics
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Rubenerd: The PicoIDE IDE emulator
rubenerd.com·8h
📟Terminals
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Is Your “Human-in-the-Loop” Actually Slowing You Down? Here’s What We Learned
pub.towardsai.net·55m
🛡️AI Safety
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Tiny silicon structures compute with heat, achieving 99% accurate matrix multiplication
techxplore.com·8h
🖥️Hardware Architecture
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We gotta talk about AI as a programming tool for the arts
simonwillison.net·1h
👨‍💻AI Coding
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The RAM Nightmare: How I Lost My Sanity (and Almost My Deadline)
davidrevoy.com·13h·
Discuss: Hacker News
⚙️Mechanical Sympathy
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Microsoft Maya 200
nextbigfuture.com·1d
Hardware Acceleration
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Lithographic crystallinity regulation in additive fabrication of thermoplastics (CRAFT)
science.org·10h
💎EUV Lithography
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ASML staffing changes could result in a net reduction of around 1700 positions
asml.com·1d·
Discuss: Hacker News
💎ASML
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